Active directory
Telephony - Active directory is the company phone book: people, AI agents, user groups, and conference rooms, and the Internal number for each.
The page line is: Who to call in this company — people, AI agents, user groups, and conference rooms, and the number for each.
You do not invent extensions here for groups or rooms - those are created on their own tabs and appear. Users you invite and seat do show up here. The agent Transfer tab type User is this list of seats.
Columns: Name, Type, Online Devices, Available Devices, Internal number, Actions. Filter by Type. Search by name or number. + Connect more users invites the same people as Team and access.
Why this tab exists
Section titled “Why this tab exists”Without seats, Transfer has nobody to hand off to except another agent or an external number. Routing can point at a User. Campaigns and click-to-call need the same extensions.
This is not Microsoft Active Directory sync. Microsoft Teams is a trunk type.
What you do here
Section titled “What you do here”+ Connect more users invites teammates. Click a user (gear) to open user settings. Click an internal number to call it. Available devices grants Windows / SIP / iOS seats.
Agents, groups, and rooms appear here once they have an extension. You create those on My Agents, User Groups, and Conference Rooms.
AI agents show Online Devices as Voice Logica Server (runs on the server).
On the agent
Section titled “On the agent”| Agent place | What this tab supplied |
|---|---|
| Call handling - Transfer type User | Seated people. If the list is empty, invite and seat someone first. |
| Channels - Telephony | Not configured here. Numbers still come from Trunks. |
| Recording & Privacy | A seat can override company Call settings. Per-endpoint always wins. |
Allow the AI to transfer to any enabled destination in this company includes these users once they have an extension.
First setup - one teammate the agent can name
Section titled “First setup - one teammate the agent can name”- + Connect more users (or Team and access) and give them a seat / extension.
- Confirm they appear here with an Internal number. Toggle a device if they need SIP / Windows / iOS.
- Agent - Call handling - Transfer - On - add that person as a User destination, or leave Allow any destination on.
- Write one line in When and where to transfer that uses their name or job. Call the production DID and ask to be passed.
Troubleshooting
Section titled “Troubleshooting”Active directory is empty
Create the object where it lives: invite a user, New user group, New conference room, or save an agent. Then refresh this tab.
Transfer has no User destinations
The person is not seated. + Connect more users / Team and access, then pick them on Transfer.